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SITTNER & NELSON, LLC

· CIK 0001846138
13F Portfolio $273.6B AUM 573 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
42 New 45 Added 55 Reduced 4 Exited
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 AAPL APPLE INC Technology 154,371 $39.2M 14.32% -14K -8.1%
2 MINT PIMCO ETF TR 88,629 $8.9M 3.26% -9K -9.2%
3 NVDA NVIDIA CORPORATION Technology 49,565 $8.6M 3.16% -475 -0.9%
4 CGDV CAPITAL GROUP DIVIDEND VALUE 191,079 $8.1M 2.97% +20K +11.7%
5 MSFT MICROSOFT CORP Technology 20,065 $7.4M 2.71% -255 -1.2%
6 GOOGL ALPHABET INC Communication Services 22,727 $6.5M 2.38% -134 -0.6%
7 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,298 $6.3M 2.29% -204 -3.1%
8 GOOGL ALPHABET INC Communication Services 20,635 $5.9M 2.17%
9 CVX CHEVRON CORPORATION Energy 27,213 $5.6M 2.06%
10 MINO PIMCO ETF TR 104,078 $4.7M 1.72% -1K -1.1%
11 TMSL T ROWE PRICE ETF INC 118,979 $4.4M 1.59% +41K +53.0%
12 SBUX STARBUCKS CORP Consumer Cyclical 48,544 $4.3M 1.59% -3K -5.0%
13 BRK/A BERKSHIRE HATHAWAY INC DEL 6 $4.3M 1.57% -2 -25.0%
14 SMMU PIMCO ETF TR 83,485 $4.2M 1.54% -3K -3.4%
15 JPM JPMORGAN CHASE & CO Financial Services 13,999 $4.1M 1.50% -187 -1.3%
16 CGUS CAPITAL GROUP CORE EQUITY ET 99,800 $3.8M 1.40% +4K +4.4%
17 SYK STRYKER CORPORATION Healthcare 11,456 $3.8M 1.38% -105 -0.9%
18 AMZN AMAZON COM INC Consumer Cyclical 18,001 $3.7M 1.37%
19 LRGF STATE STR SPDR S&P 500 ETF T 5,440 $3.5M 1.29% +85 +1.6%
20 JNJ JOHNSON & JOHNSON Healthcare 13,557 $3.3M 1.21% -178 -1.3%
21 AVAV AEROVIRONMENT INC Industrials 17,160 $3.1M 1.15% -300 -1.7%
22 FAST FASTENAL CO Industrials 65,871 $3.1M 1.12% -3K -3.8%
23 CGXU CAPITAL GROUP INTL FOCUS EQT 101,471 $3.0M 1.09% +8K +8.7%
24 GBX GREENBRIER COS INC Industrials 50,683 $2.7M 0.97% -1K -2.2%
25 AMGN AMGEN INC Healthcare 7,283 $2.6M 0.94% -99 -1.3%
26 WINN HARBOR ETF TRUST 87,478 $2.4M 0.89% +35K +65.8%
27 CGCB CAPITAL GRP FIXED INCM ETF T 90,357 $2.4M 0.87% +64K +242.6%
28 IYE EXXON MOBIL CORP 13,681 $2.3M 0.85%
29 CAT CATERPILLAR INC Industrials 3,169 $2.2M 0.82%
30 TKR TIMKEN CO Industrials 21,243 $2.1M 0.78%
31 EW EDWARDS LIFESCIENCES CORP Healthcare 24,275 $1.9M 0.71% -300 -1.2%
32 EMR EMERSON ELEC CO Industrials 14,485 $1.9M 0.69%
33 LIN LINDE PLC Basic Materials 3,820 $1.9M 0.69%
34 CGGR CAPITAL GROUP GROWTH ETF 46,226 $1.9M 0.68% +11K +29.8%
35 TSLA TESLA INC Consumer Cyclical 4,624 $1.7M 0.63% -850 -15.5%
36 ASML ASML HLDG NV Technology 1,239 $1.6M 0.60%
37 VOO VANGUARD INDEX FDS 2,716 $1.6M 0.59%
38 TCAF T ROWE PRICE ETF INC 43,462 $1.5M 0.56% +10K +28.8%
39 META META PLATFORMS INC Communication Services 2,686 $1.5M 0.56% +76 +2.9%
40 NKE NIKE INC Consumer Cyclical 28,902 $1.5M 0.56% -1K -4.7%
41 VTI VANGUARD INDEX FDS 4,741 $1.5M 0.56% +2K +47.6%
42 CGGO CAPITAL GROUP GBL GROWTH EQT 43,247 $1.4M 0.53% +6K +15.9%
43 CGIC CAPITAL GROUP INTERNATIONAL 41,869 $1.4M 0.51% +6K +18.2%
44 VXUS VANGUARD STAR FDS 17,784 $1.4M 0.50% +3K +17.7%
45 PG PROCTER & GAMBLE CO Consumer Defensive 9,256 $1.3M 0.49%
46 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,379 $1.3M 0.47% -252 -1.2%
47 TRMB TRIMBLE INC Technology 19,780 $1.3M 0.47%
48 PIMCO ETF TR 48,871 $1.3M 0.47% +45K +1261.7%
49 NVS NOVARTIS AG Healthcare 8,316 $1.3M 0.46% -150 -1.8%
50 IVOO VANGUARD ADMIRAL FDS INC 11,050 $1.3M 0.46%
51 TCHP T ROWE PRICE ETF INC 27,679 $1.2M 0.45% +5K +21.1%
52 QQQM INVESCO QQQ TR 2,110 $1.2M 0.45%
53 WY WEYERHAEUSER CO Real Estate 48,402 $1.2M 0.43% -2K -4.0%
54 USB US BANCORP Financial Services 22,724 $1.2M 0.43%
55 WFC WELLS FARGO & CO Financial Services 14,364 $1.1M 0.42% -203 -1.4%
56 GILD GILEAD SCIENCES INC Healthcare 8,200 $1.1M 0.42%
57 CGIE CAPITAL GROUP INTERNATIONAL 33,449 $1.1M 0.41% +225 +0.7%
58 PFE PFIZER INC Healthcare 39,909 $1.1M 0.41% +902 +2.3%
59 LLY ELI LILLY & CO Healthcare 1,166 $1.1M 0.39% +20 +1.8%
60 AZN ASTRAZENECA PLC Healthcare 5,362 $1.1M 0.39% NEW
61 VZ VERIZON COMMUNICATIONS INC Communication Services 20,218 $1.0M 0.37% +2K +8.4%
62 MRK MERCK & CO INC Healthcare 8,147 $980K 0.36% -65 -0.8%
63 DFNL DAVIS FUNDAMENTAL ETF TR 20,233 $907K 0.33%
64 COLB COLUMBIA BKG SYS INC Financial Services 33,063 $907K 0.33% +1K +3.1%
65 EA ELECTRONIC ARTS INC Communication Services 4,210 $858K 0.31% -100 -2.3%
66 CGMM CAPITAL GROUP EQUITY ETF TR 27,975 $821K 0.30% +13K +82.6%
67 MU MICRON TECHNOLOGY INC Technology 2,421 $818K 0.30%
68 BAC BANK AMERICA CORP Financial Services 16,734 $816K 0.30%
69 DIS DISNEY WALT CO Communication Services 8,359 $806K 0.29% -246 -2.9%
70 MTUS METALLUS INC Basic Materials 47,845 $782K 0.29%
71 WMT WALMART INC Consumer Defensive 6,124 $761K 0.28%
72 LRCX LAM RESEARCH CORP Technology 3,515 $751K 0.28%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 3,045 $738K 0.27%
74 KO COCA COLA CO Consumer Defensive 9,604 $730K 0.27% -368 -3.7%
75 FEOE RBB FUND TRUST 14,401 $727K 0.27% +3K +29.6%
76 HD HOME DEPOT INC Consumer Cyclical 2,202 $724K 0.27%
77 BA BOEING CO Industrials 3,602 $717K 0.26%
78 ILMN ILLUMINA INC Healthcare 5,772 $711K 0.26% -175 -2.9%
79 EPD ENTERPRISE PRODS PARTNERS L Energy 18,721 $708K 0.26%
80 RTX RTX CORPORATION Industrials 3,481 $671K 0.24%
81 KINDER MORGAN INC DEL 19,585 $657K 0.24%
82 VDE VANGUARD WORLD FD 3,680 $637K 0.23%
83 CSRE COHEN & STEERS ETF TRUST 23,901 $628K 0.23% +10K +67.8%
84 TOUS T ROWE PRICE ETF INC 17,977 $621K 0.23%
85 FEGE RBB FUND TRUST 13,054 $614K 0.22% +7K +118.5%
86 SHEL SHELL PLC Energy 5,997 $558K 0.20%
87 MDT MEDTRONIC PLC Healthcare 6,273 $544K 0.20% -390 -5.8%
88 MMM 3M CO Industrials 3,636 $528K 0.19% -38 -1.0%
89 UPS UNITED PARCEL SVCS INC Industrials 5,265 $518K 0.19% +1K +27.2%
90 MCD MCDONALDS CORP Consumer Cyclical 1,663 $517K 0.19%
91 PM PHILIP MORRIS INTL INC Consumer Defensive 3,085 $510K 0.19% -23 -0.7%
92 MO ALTRIA GROUP INC Consumer Defensive 7,665 $506K 0.18%
93 AMD ADVANCED MICRO DEVICES INC Technology 2,481 $505K 0.18%
94 CSCO CISCO SYS INC Technology 6,296 $488K 0.18%
95 SNOW SNOWFLAKE INC Technology 3,170 $478K 0.17%
96 T AT&T INC Communication Services 16,476 $478K 0.17%
97 BMTA BRITISH AMERN TOB PLC 8,050 $471K 0.17%
98 PRICE T ROWE GROUP INC 5,184 $467K 0.17% -304 -5.5%
99 COP CONOCOPHILLIPS Energy 3,496 $462K 0.17%
100 ENERGY TRANSFER L P 23,600 $455K 0.17%
101 OAKM HARRIS OAKMARK ETF TRUST 16,194 $446K 0.16% +3K +22.6%
102 A AGILENT TECHNOLOGIES INC Healthcare 3,914 $446K 0.16%
103 GSK GSK PLC Healthcare 8,053 $444K 0.16%
104 OKE ONEOK INC NEW Energy 4,900 $443K 0.16% +500 +11.4%
105 NFLX NETFLIX INC. Communication Services 4,600 $442K 0.16% +850 +22.7%
106 ISRG INTUITIVE SURGICAL INC Healthcare 929 $428K 0.16%
107 SHW SHERWIN WILLIAMS CO Basic Materials 1,317 $422K 0.15%
108 AXP AMERICAN EXPRESS CO Financial Services 1,343 $406K 0.15%
109 DUK DUKE ENERGY CORP NEW Utilities 3,050 $399K 0.15%
110 V VISA INC Financial Services 1,297 $392K 0.14%
111 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,000 $390K 0.14%
112 PPG PPG INDS INC Basic Materials 3,610 $386K 0.14% -100 -2.7%
113 CGDG CAPITAL GROUP DIVIDEND GROWE 10,744 $386K 0.14% +10K +963.8%
114 CSX CSX CORP Industrials 9,261 $380K 0.14%
115 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 10,100 $378K 0.14% -500 -4.7%
116 TCBK TRICO BANCSHARES Financial Services 7,932 $377K 0.14% -401 -4.8%
117 GE GE AEROSPACE Industrials 1,324 $376K 0.14% -112 -7.8%
118 SEAGATE TECHNOLOGY HLDNGS PL 950 $372K 0.14%
119 AMAT APPLIED MATLS INC Technology 1,044 $357K 0.13%
120 CCI CROWN CASTLE INC Real Estate 4,333 $352K 0.13% +650 +17.6%
121 AXALTA COATING SYS LTD 12,700 $352K 0.13%
122 MCY MERCURY GENL CORP NEW Financial Services 3,930 $346K 0.13%
123 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,221 $345K 0.13%
124 NEE NEXTERA ENERGY INC Utilities 3,536 $328K 0.12%
125 INTC INTEL CORP Technology 7,416 $327K 0.12%
126 BROS DUTCH BROS INC Consumer Cyclical 6,365 $322K 0.12% -300 -4.5%
127 CGNG CAPITAL GROUP NEW GEOGRAPHY 9,868 $312K 0.11% +935 +10.5%
128 UNP UNION PAC CORP Industrials 1,277 $310K 0.11%
129 KNF KNIFE RIVER CORP Basic Materials 3,659 $299K 0.11%
130 SOJF SOUTHERN CO Utilities 3,086 $298K 0.11%
131 ED CONSOLIDATED EDISON INC Utilities 2,595 $294K 0.11%
132 FDX FEDEX CORP Industrials 802 $286K 0.10%
133 MPLX MPLX LP Energy 5,000 $285K 0.10%
134 LMT LOCKHEED MARTIN CORP Industrials 471 $285K 0.10%
135 GEV GE VERNOVA INC Utilities 325 $284K 0.10% -28 -7.9%
136 CGCP CAPITAL GRP FIXED INCM ETF T 12,540 $280K 0.10% +8K +163.4%
137 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 828 $280K 0.10%
138 ORCL ORACLE CORP Technology 1,868 $275K 0.10% -15 -0.8%
139 VERX VERTEX PHARMACEUTICALS INC Technology 615 $275K 0.10%
140 NVO NOVO-NORDISK A S Healthcare 7,323 $269K 0.10% +2K +44.4%
141 XAR SPDR SERIES TRUST 1,040 $264K 0.10%
142 ABBV ABBVIE INC Healthcare 1,164 $253K 0.09%
143 INGR INGREDION INC Consumer Defensive 2,242 $253K 0.09% +694 +44.8%
144 DE DEERE & CO Industrials 445 $251K 0.09%
145 DFUS DIMENSIONAL ETF TRUST 3,514 $249K 0.09%
146 KHC KRAFT HEINZ CO Consumer Defensive 11,000 $247K 0.09%
147 GQGU ADVISORS INNER CIRCLE FD III 9,128 $246K 0.09% NEW
148 CNQ CANADIAN NAT RES LTD MED TER Energy 5,026 $245K 0.09%
149 CAH CARDINAL HEALTH INC Healthcare 1,149 $243K 0.09%
150 SPG SIMON PPTY GROUP INC NEW Real Estate 1,294 $241K 0.09%
151 CRSP CRISPR THERAPEUTICS AG Healthcare 5,051 $240K 0.09% -140 -2.7%
152 VO VANGUARD INDEX FDS 830 $238K 0.09%
153 COMCAST CORP NEW 8,231 $236K 0.09%
154 ITOT ISHARES TR 1,645 $234K 0.09%
155 NGL NGL ENERGY PARTNERS LP Energy 18,750 $231K 0.09%
156 DLB DOLBY LABORATORIES INC Technology 3,846 $231K 0.08% +1K +44.3%
157 MLI MUELLER INDS INC Industrials 2,050 $227K 0.08%
158 CGGE CAPITAL GROUP GLOBAL EQUITY 7,399 $226K 0.08%
159 PEP PEPSICO INC Consumer Defensive 1,449 $225K 0.08%
160 EIX EDISON INTL Utilities 3,038 $222K 0.08%
161 CGMU CAPITAL GRP FIXED INCM ETF T 8,000 $217K 0.08%
162 CGCV CAPITAL GROUP CONSERVATIVE E 7,240 $216K 0.08%
163 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,359 $213K 0.08% -91 -3.7%
164 SROI CALAMOS ETF TR 6,393 $209K 0.08%
165 IJH ISHARES TR 3,004 $203K 0.07%
166 NTRA NATERA INC Healthcare 1,000 $200K 0.07%
167 MPT MEDICAL PROPERTIES TRUST INC Financial Services 43,000 $199K 0.07%
168 KVUE KENVUE INC Consumer Defensive 11,500 $198K 0.07%
169 PSX PHILLIPS 66 Energy 1,061 $193K 0.07%
170 FICO FAIR ISAAC CORP Technology 180 $192K 0.07% +30 +20.0%
171 MPC MARATHON PETE CORP Energy 770 $188K 0.07%
172 KLAC KLA CORP Technology 127 $187K 0.07%
173 GS GOLDMAN SACHS GROUP INC Financial Services 220 $186K 0.07%
174 GRMN GARMIN LTD Technology 800 $186K 0.07%
175 DFUV DIMENSIONAL ETF TRUST 3,698 $179K 0.07%
176 DKL DELEK LOGISTICS PARTNERS LP Energy 3,500 $174K 0.06% +1K +40.0%
177 SHOP SHOPIFY INC Technology 1,464 $174K 0.06%
178 DFAI DIMENSIONAL ETF TRUST 4,409 $172K 0.06%
179 PRU PRUDENTIAL FINL INC Financial Services 1,756 $172K 0.06%
180 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 3,250 $171K 0.06%
181 RVT ROYCE SMALL CAP TRUST INC Financial Services 10,218 $170K 0.06%
182 GLD SPDR GOLD TR Financial Services 394 $170K 0.06%
183 UL UNILEVER PLC Consumer Defensive 2,964 $169K 0.06%
184 CARR CARRIER GLOBAL CORPORATION Industrials 2,989 $168K 0.06%
185 CLH CLEAN HARBORS INC Industrials 576 $165K 0.06% NEW
186 GLW CORNING INC Technology 1,164 $158K 0.06%
187 UNH UNITEDHEALTH GROUP INC Healthcare 581 $157K 0.06% -40 -6.4%
188 FELV FIDELITY COVINGTON TRUST 4,459 $156K 0.06% -3K -41.3%
189 AVGO BROADCOM INC Technology 496 $153K 0.06%
190 COHR COHERENT CORP Technology 641 $153K 0.06% NEW
191 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2,700 $153K 0.06%
192 DFIV DIMENSIONAL ETF TRUST 2,760 $146K 0.05%
193 VUG VANGUARD INDEX FDS 331 $145K 0.05%
194 C CITIGROUP INC Financial Services 1,270 $144K 0.05% -341 -21.2%
195 CRM SALESFORCE INC Technology 769 $144K 0.05% -22 -2.8%
196 VEA VANGUARD TAX-MANAGED FDS 2,229 $143K 0.05%
197 WWD WOODWARD INC Industrials 399 $143K 0.05% NEW
198 APG API GROUP CORP Industrials 3,463 $140K 0.05% NEW
199 DEO DIAGEO PLC Consumer Defensive 1,874 $140K 0.05%
200 STT STATE STR SPDR DOW JONES IND Financial Services 300 $139K 0.05%
201 SCCO SOUTHERN COPPER CORP Basic Materials 788 $136K 0.05% +6 +0.8%
202 BP BP PLC Energy 2,880 $135K 0.05%
203 AEIS ADVANCED ENERGY INDS Industrials 416 $134K 0.05% NEW
204 RBC RBC BEARINGS INC Industrials 244 $133K 0.05% NEW
205 CAE CAE INC Industrials 5,081 $132K 0.05% +5K +916.2%
206 NOC NORTHROP GRUMMAN CORP Industrials 194 $132K 0.05% +1 +0.5%
207 CA8A CACI INTL INC 241 $131K 0.05% NEW
208 D DOMINION ENERGY INC Utilities 2,098 $130K 0.05%
209 YUM YUM BRANDS INC Consumer Cyclical 824 $128K 0.05%
210 ADP AUTOMATIC DATA PROCESSING IN Industrials 625 $127K 0.05%
211 BWXT BWX TECHNOLOGIES INC Industrials 619 $127K 0.05% NEW
212 ENTG ENTEGRIS INC Technology 1,067 $125K 0.05% NEW
213 CVS CVS HEALTH CORP Healthcare 1,707 $123K 0.04%
214 HCA HCA HEALTHCARE INC Healthcare 251 $119K 0.04%
215 VB VANGUARD INDEX FDS 446 $117K 0.04% +339 +316.8%
216 XLK SELECT SECTOR SPDR TR 850 $113K 0.04%
217 UGI UGI CORP NEW Utilities 2,991 $109K 0.04% NEW
218 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,125 $109K 0.04%
219 ABT ABBOTT LABORATORIES Healthcare 1,056 $108K 0.04%
220 IRM IRON MTN INC DEL Real Estate 1,026 $105K 0.04%
221 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1,209 $105K 0.04% NEW
222 MUNI PIMCO ETF TR 2,000 $104K 0.04%
223 OXY OCCIDENTAL PETE CORP Energy 1,603 $104K 0.04%
224 AEP AMERICAN ELEC PWR CO INC Utilities 794 $104K 0.04%
225 IWP ISHARES TR 800 $102K 0.04%
226 TFC TRUIST FINL CORP Financial Services 2,175 $100K 0.04%
227 DOW DOW HLDGS INC Basic Materials 2,322 $97K 0.04%
228 WM WASTE MGMT INC DEL Industrials 420 $97K 0.04%
229 SNY SANOFI SA Healthcare 2,000 $96K 0.04%
230 POWI POWER INTEGRATIONS INC Technology 1,878 $96K 0.04% NEW
231 XYL XYLEM INC Industrials 800 $96K 0.04%
232 HALO HALOZYME THERAPEUTICS INC Healthcare 1,449 $94K 0.03% NEW
233 TD TORONTO DOMINION BK ONT Financial Services 1,000 $93K 0.03%
234 ALC ALCON AG Healthcare 1,238 $93K 0.03%
235 ADBE ADOBE INC Technology 383 $93K 0.03%
236 VVV VALVOLINE INC Energy 2,723 $92K 0.03% NEW
237 OSEA HARBOR ETF TRUST 3,162 $92K 0.03%
238 VHT VANGUARD WORLD FD 327 $89K 0.03%
239 VTV VANGUARD INDEX FDS 443 $87K 0.03%
240 CP CANADIAN PACIFIC KANSAS CITY Industrials 1,100 $87K 0.03%
241 CRWV COREWEAVE INC Technology 1,100 $85K 0.03%
242 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 2,662 $84K 0.03% NEW
243 SSD SIMPSON MFG INC Industrials 488 $84K 0.03% NEW
244 NXPI NXP SEMICONDUCTORS N V Technology 423 $83K 0.03%
245 QUAL ISHARES TR 431 $83K 0.03%
246 LOW LOWES COS INC Consumer Cyclical 349 $82K 0.03%
247 GSLC GOLDMAN SACHS ETF TR 639 $80K 0.03%
248 NSC NORFOLK SOUTHN CORP Industrials 276 $79K 0.03%
249 CI THE CIGNA GROUP Healthcare 296 $79K 0.03% -25 -7.8%
250 QCOM QUALCOMM INC Technology 610 $79K 0.03%
251 HPE HEWLETT PACKARD ENTERPRISE C Technology 3,273 $78K 0.03%
252 MA MASTERCARD INCORPORATED Financial Services 155 $77K 0.03%
253 HPQ HP INC Technology 4,025 $77K 0.03%
254 PLTR PALANTIR TECHNOLOGIES INC Technology 528 $77K 0.03%
255 ITT ITT INC Industrials 400 $76K 0.03%
256 MGRC MCGRATH RENTCORP Industrials 689 $76K 0.03% NEW
257 DFAT DIMENSIONAL ETF TRUST 1,213 $76K 0.03%
258 GD GENERAL DYNAMICS CORP Industrials 217 $74K 0.03%
259 VRRM VERRA MOBILITY CORP Technology 5,207 $74K 0.03% NEW
260 IEX IDEX CORP Industrials 389 $74K 0.03% NEW
261 CWT CALIFORNIA WTR SVC GROUP Utilities 1,620 $73K 0.03%
262 REGN REGENERON PHARMACEUTICALS Healthcare 95 $73K 0.03%
263 BRX BRIXMOR PPTY GROUP INC Real Estate 2,541 $73K 0.03% NEW
264 KBR KBR INC Industrials 1,973 $73K 0.03% NEW
265 DFAS DIMENSIONAL ETF TRUST 1,021 $73K 0.03%
266 IAU* ISHARES GOLD TR 816 $72K 0.03%
267 MS MORGAN STANLEY Financial Services 433 $71K 0.03%
268 BK BANK NEW YORK MELLON CORP Financial Services 600 $71K 0.03%
269 DHR DANAHER CORP DEL Healthcare 371 $70K 0.03%
270 EFA ISHARES TR 720 $70K 0.03%
271 MET METLIFE INC Financial Services 960 $68K 0.03%
272 MRCY MERCURY SYS INC Industrials 918 $67K 0.02% NEW
273 CBT CABOT CORP Basic Materials 863 $65K 0.02% NEW
274 IXJ ISHARES TR 690 $65K 0.02%
275 AG FIRST MAJESTIC SILVER CORP Basic Materials 3,000 $64K 0.02%
276 GBCI GLACIER BANCORP INC NEW Financial Services 1,419 $63K 0.02% NEW
277 GGG GRACO INC Industrials 746 $63K 0.02% NEW
278 MSI MOTOROLA SOLUTIONS INC Technology 142 $62K 0.02%
279 VIG VANGUARD SPECIALIZED FUNDS 284 $61K 0.02%
280 MFSV MFS ACTIVE EXCHANGE TRADED F 2,250 $60K 0.02%
281 PCAR PACCAR INC Industrials 520 $60K 0.02%
282 VNQ VANGUARD INDEX FDS 674 $60K 0.02%
283 IEFA ISHARES TR 658 $60K 0.02%
284 CME CME GROUP INC Financial Services 200 $59K 0.02%
285 ETN EATON CORP PLC Industrials 163 $58K 0.02%
286 DFAC DIMENSIONAL ETF TRUST 1,497 $58K 0.02%
287 FISV FISERV INC Technology 1,042 $58K 0.02%
288 PB PROSPERITY BANCSHARES INC Financial Services 858 $58K 0.02% NEW
289 IWD ISHARES TR 266 $57K 0.02%
290 MTX MINERALS TECHNOLOGIES INC Basic Materials 795 $56K 0.02% NEW
291 PJX PETROLEO BRASILEIRO S A 3,000 $56K 0.02% NEW
292 VONE VANGUARD SCOTTSDALE FDS 586 $55K 0.02%
293 PDFS PDF SOLUTIONS INC Technology 1,677 $55K 0.02% NEW
294 DINT DAVIS FUNDAMENTAL ETF TR 2,000 $54K 0.02%
295 DTE DTE ENERGY CO Utilities 363 $53K 0.02%
296 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 788 $53K 0.02%
297 XLF SELECT SECTOR SPDR TR 1,064 $53K 0.02%
298 TFI SPDR SERIES TRUST 1,148 $52K 0.02%
299 DFAE DIMENSIONAL ETF TRUST 1,535 $52K 0.02%
300 CCC CCC INTELLIGENT SOLUTIONS HL Technology 8,480 $51K 0.02% NEW
301 RMT ROYCE MICRO-CAP TR INC Financial Services 4,444 $50K 0.02%
302 BCO BRINKS CO Industrials 477 $49K 0.02% NEW
303 CTVA CORTEVA INC Basic Materials 586 $49K 0.02%
304 GRAL GRAIL INC Healthcare 924 $48K 0.02% -28 -2.9%
305 CLX CLOROX CO DEL Consumer Defensive 458 $47K 0.02%
306 BRKR BRUKER CORP Healthcare 1,289 $47K 0.02% NEW
307 PHG KONINKLIJKE PHILIPS N V Healthcare 1,691 $46K 0.02%
308 BLK BLACKROCK INC Financial Services 48 $46K 0.02%
309 UBER UBER TECHNOLOGIES INC Technology 639 $46K 0.02%
310 TMO THERMO FISHER SCIENTIFIC INC Healthcare 93 $46K 0.02%
311 MCK MCKESSON CORP Healthcare 50 $43K 0.02%
312 WEX WEX INC Technology 275 $42K 0.01% NEW
313 ZTS ZOETIS INC Healthcare 352 $42K 0.01%
314 NUE NUCOR CORP Basic Materials 239 $40K 0.01%
315 JBL JABIL INC Technology 150 $40K 0.01%
316 PANW PALO ALTO NETWORKS INC Technology 246 $39K 0.01% +100 +68.5%
317 LHX L3HARRIS TECHNOLOGIES INC Industrials 112 $39K 0.01%
318 CXT CRANE NXT CO Industrials 926 $38K 0.01% NEW
319 ECG EVERUS CONSTR GROUP Industrials 310 $37K 0.01%
320 WSM WILLIAMS SONOMA INC Consumer Cyclical 200 $36K 0.01%
321 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 450 $36K 0.01% +100 +28.6%
322 IVV ISHARES TR 55 $36K 0.01%
323 CRWD CROWDSTRIKE HLDGS INC Technology 92 $36K 0.01%
324 MDLZ MONDELEZ INTL INC Consumer Defensive 616 $36K 0.01%
325 MRNA MODERNA INC Healthcare 690 $35K 0.01%
326 PAYX PAYCHEX INC Industrials 378 $35K 0.01%
327 IJR ISHARES TR 278 $35K 0.01%
328 B BARRICK MNG CORP Basic Materials 834 $34K 0.01%
329 WELL WELLTOWER INC Real Estate 171 $34K 0.01%
330 HON HONEYWELL INTL INC Industrials 149 $34K 0.01%
331 SPMD SPDR SERIES TRUST 565 $33K 0.01%
332 Q QNITY ELECTRONICS INC Technology 288 $33K 0.01%
333 JOBY JOBY AVIATION INC Industrials 4,000 $33K 0.01%
334 SOLV SOLVENTUM CORP Healthcare 498 $33K 0.01%
335 IYJ ISHARES TR 220 $32K 0.01%
336 RLI RLI CORP Financial Services 563 $32K 0.01% NEW
337 SLF SUN LIFE FINANCIAL INC. Financial Services 513 $32K 0.01%
338 BKR BAKER HUGHES COMPANY Energy 524 $32K 0.01%
339 PNC PNC FINL SVCS GROUP INC Financial Services 150 $31K 0.01%
340 CMI CUMMINS INC Industrials 56 $30K 0.01%
341 RPM RPM INTL INC Basic Materials 300 $30K 0.01%
342 JPST J P MORGAN EXCHANGE TRADED F 588 $30K 0.01%
343 DGX QUEST DIAGNOSTICS INC Healthcare 150 $29K 0.01%
344 JOYY JOYY INC Communication Services 500 $29K 0.01%
345 CLS CELESTICA INC Technology 102 $29K 0.01%
346 APTV APTIV PLC Consumer Cyclical 411 $29K 0.01%
347 YUMC YUM CHINA HLDGS INC Consumer Cyclical 581 $28K 0.01%
348 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 395 $28K 0.01% -37 -8.6%
349 HL HECLA MINING COMPANY Basic Materials 1,500 $28K 0.01%
350 KRG KITE REALTY GROUP TRUST Real Estate 1,115 $27K 0.01%
351 IJT ISHARES TR 187 $27K 0.01%
352 HIG HARTFORD INSURANCE GROUP INC Financial Services 200 $27K 0.01%
353 TXN TEXAS INSTRS INC Technology 139 $27K 0.01%
354 COR CENCORA INC Healthcare 85 $27K 0.01%
355 AGYS AGILYSYS INC Technology 374 $27K 0.01% NEW
356 ECL ECOLAB INC Basic Materials 100 $27K 0.01%
357 DD DUPONT DE NEMOURS INC Basic Materials 579 $27K 0.01%
358 ABNB AIRBNB INC Consumer Cyclical 209 $26K 0.01%
359 COF CAPITAL ONE FINL CORP Financial Services 140 $26K 0.01%
360 EPAC ENERPAC TOOL GROUP CORP Industrials 698 $25K 0.01%
361 CGVV CAPITAL GROUP EQUITY ETF TR 938 $25K 0.01%
362 ENB ENBRIDGE INC Energy 463 $25K 0.01%
363 MKL MARKEL GROUP INC Financial Services 13 $25K 0.01%
364 GLOBAL X FDS 749 $25K 0.01%
365 VTR VENTAS INC Real Estate 300 $25K 0.01%
366 DTM DT MIDSTREAM INC Energy 181 $24K 0.01%
367 CEG CONSTELLATION ENERGY CORP Utilities 87 $24K 0.01%
368 DVN DEVON ENERGY CORP NEW Energy 474 $24K 0.01%
369 MDU MDU RES GROUP INC Industrials 1,141 $24K 0.01%
370 FCX FREEPORT MCMORAN INC Basic Materials 400 $24K 0.01%
371 IWV ISHARES TR 63 $23K 0.01%
372 NVENT ELEC PLC 196 $23K 0.01%
373 PYPL PAYPAL HLDGS INC Financial Services 500 $23K 0.01%
374 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,000 $22K 0.01%
375 IEMG ISHARES INC 314 $22K 0.01%
376 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 267 $22K 0.01%
377 NEM NEWMONT CORP Basic Materials 200 $22K 0.01%
378 HSY HERSHEY CO Consumer Defensive 100 $21K 0.01%
379 DFAR DIMENSIONAL ETF TRUST 877 $21K 0.01%
380 PRCS PARNASSUS INCOME FDS 825 $21K 0.01%
381 R RYDER SYS INC Industrials 100 $20K 0.01%
382 EOG RES INC 140 $20K 0.01%
383 BIIB BIOGEN INC Healthcare 110 $20K 0.01%
384 USMV ISHARES TR 216 $20K 0.01%
385 FSLR FIRST SOLAR INC Energy 100 $20K 0.01%
386 VLUE ISHARES TR 138 $20K 0.01%
387 GME GAMESTOP CORP Consumer Cyclical 840 $19K 0.01%
388 IWN ISHARES TR 101 $19K 0.01%
389 WMB WILLIAMS COS INC Energy 259 $19K 0.01%
390 HEI/A HEICO CORP NEW 89 $19K 0.01%
391 NU HLDGS LTD 1,300 $19K 0.01%
392 WD5A TRAVEL PLUS LEISURE CO 267 $18K 0.01%
393 IJJ ISHARES TR 139 $18K 0.01%
394 XLU SELECT SECTOR SPDR TR 400 $18K 0.01%
395 AMT AMERICAN TOWER CORP Real Estate 101 $17K 0.01%
396 CRUS CIRRUS LOGIC INC Technology 120 $17K 0.01%
397 PNR PENTAIR PLC Industrials 196 $17K 0.01%
398 TJX TJX COS INC NEW Consumer Cyclical 105 $17K 0.01%
399 GM GENERAL MTRS CO Consumer Cyclical 225 $17K 0.01%
400 SCHW SCHWAB CHARLES CORP Financial Services 178 $17K 0.01%
401 DFIS DIMENSIONAL ETF TRUST 489 $16K 0.01%
402 WBD WARNER BROS DISCOVERY INC Communication Services 598 $16K 0.01%
403 BWA BORGWARNER INC Consumer Cyclical 300 $16K 0.01%
404 MRVL MARVELL TECHNOLOGY INC Technology 164 $16K 0.01%
405 IUSV ISHARES TR 158 $16K 0.01%
406 SLAB SILICON LABORATORIES INC Technology 75 $16K 0.01%
407 VYM VANGUARD WHITEHALL FDS 105 $16K 0.01%
408 HII HUNTINGTON INGALLS INDS INC Industrials 41 $15K 0.01%
409 VV VANGUARD INDEX FDS 51 $15K 0.01%
410 OLN OLIN CORP Basic Materials 486 $14K 0.01%
411 OREILLY AUTOMOTIVE INC 150 $14K 0.01%
412 PEN PENUMBRA INC Healthcare 42 $14K 0.01%
413 ACN ACCENTURE PLC IRELAND Technology 68 $13K 0.01%
414 NOW SERVICENOW INC Technology 125 $13K 0.01%
415 IBB ISHARES TR 77 $13K 0.01%
416 DFEV DIMENSIONAL ETF TRUST 362 $13K 0.01%
417 RCKT ROCKET LAB CORP Healthcare 200 $13K 0.01%
418 AIG AMERICAN INTL GROUP INC Financial Services 165 $12K 0.01%
419 IBIT ISHARES BITCOIN TRUST ETF Financial Services 322 $12K 0.01%
420 FHB FIRST HAWAIIAN INC Financial Services 500 $12K 0.01%
421 MLM MARTIN MARIETTA MATLS INC Basic Materials 20 $12K 0.00%
422 DGRO ISHARES TR 167 $12K 0.00%
423 OMC OMNICOM GROUP INC Communication Services 155 $12K 0.00%
424 AGG ISHARES TR 117 $12K 0.00%
425 BAX BAXTER INTL INC Healthcare 669 $11K 0.00%
426 O REALTY INCOME CORP Real Estate 182 $11K 0.00% -100 -35.5%
427 IXC ISHARES TR 193 $11K 0.00%
428 CGW INVESCO EXCH TRADED FD TR II 170 $11K 0.00%
429 PH PARKER-HANNIFIN CORP Industrials 12 $11K 0.00%
430 IP INTERNATIONAL PAPER CO Consumer Cyclical 300 $11K 0.00%
431 CELH CELSIUS HLDGS INC Consumer Defensive 300 $11K 0.00%
432 NET CLOUDFLARE INC Technology 51 $11K 0.00%
433 LVS LAS VEGAS SANDS CORP Consumer Cyclical 190 $10K 0.00%
434 EMN EASTMAN CHEM CO Basic Materials 133 $10K 0.00%
435 HOG HARLEY DAVIDSON INC Consumer Cyclical 500 $10K 0.00%
436 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 665 $10K 0.00%
437 IJS ISHARES TR 81 $10K 0.00%
438 IYF ISHARES TR 81 $10K 0.00%
439 VWOB VANGUARD WHITEHALL FDS 143 $9K 0.00%
440 OTIS OTIS WORLDWIDE CORP Industrials 118 $9K 0.00%
441 BNTX BIONTECH SE Healthcare 100 $9K 0.00%
442 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 200 $9K 0.00%
443 RSP INVESCO EXCHANGE TRADED FD T 44 $8K 0.00%
444 VMC VULCAN MATLS CO Basic Materials 30 $8K 0.00%
445 BSX BOSTON SCIENTIFIC CORP Healthcare 129 $8K 0.00%
446 MLKN MILLERKNOLL INC Consumer Cyclical 551 $8K 0.00%
447 KDP KEURIG DR PEPPER INC Consumer Defensive 300 $8K 0.00%
448 F FORD MTR CO Consumer Cyclical 678 $8K 0.00%
449 HLN HALEON PLC Healthcare 781 $8K 0.00%
450 IBRX IMMUNITYBIO INC Healthcare 1,000 $8K 0.00%
451 SMR NUSCALE PWR CORP Utilities 700 $8K 0.00% -150 -17.6%
452 DRNZ REX ETF TR 317 $8K 0.00%
453 AMERIPRISE FINL INC 17 $8K 0.00%
454 OKLO OKLO INC Utilities 150 $7K 0.00%
455 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 100 $7K 0.00%
456 DORM DORMAN PRODS INC Consumer Cyclical 68 $7K 0.00% NEW
457 MUB ISHARES TR 66 $7K 0.00%
458 AUR AURORA INNOVATION INC Technology 1,600 $7K 0.00%
459 ON HLDG AG 192 $7K 0.00%
460 IRDM IRIDIUM COMMUNICATIONS INC Communication Services 235 $7K 0.00% +135 +135.0%
461 HRB BLOCK H & R INC Consumer Cyclical 200 $6K 0.00%
462 EFV ISHARES TR 84 $6K 0.00%
463 IVT INVENTRUST PPTYS CORP Real Estate 203 $6K 0.00%
464 ANET ARISTA NETWORKS INC Technology 50 $6K 0.00%
465 EXPE EXPEDIA GROUP INC Consumer Cyclical 26 $6K 0.00%
466 SPGI S&P GLOBAL INC Financial Services 14 $6K 0.00%
467 AMCR AMCOR PLC Consumer Cyclical 145 $6K 0.00% NEW
468 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 3 $6K 0.00%
469 VBR VANGUARD INDEX FDS 26 $6K 0.00%
470 SLB SLB LIMITED Energy 109 $6K 0.00%
471 SLI STANDARD LITHIUM LTD Basic Materials 1,630 $6K 0.00%
472 COIN COINBASE GLOBAL INC Financial Services 31 $5K 0.00%
473 KD KYNDRYL HLDGS INC Technology 393 $5K 0.00%
474 CIFR CIPHER DIGITAL INC Financial Services 400 $5K 0.00%
475 IJK ISHARES TR 48 $5K 0.00%
476 INTU INTUIT Technology 11 $5K 0.00%
477 ROK ROCKWELL AUTOMATION INC Industrials 13 $5K 0.00%
478 VOE VANGUARD INDEX FDS 25 $5K 0.00%
479 VSNT VERSANT MEDIA GROUP INC Industrials 123 $5K 0.00%
480 RYN RAYONIER INC Real Estate 220 $5K 0.00%
481 VTEB VANGUARD MUN BD FDS 90 $4K 0.00%
482 NOMAD FOODS LTD 452 $4K 0.00%
483 NTAP NETAPP INC Technology 42 $4K 0.00%
484 PHIN PHINIA INC Consumer Cyclical 60 $4K 0.00%
485 ITW ILLINOIS TOOL WKS INC Industrials 15 $4K 0.00%
486 SCHD SCHWAB STRATEGIC TR 126 $4K 0.00%
487 APH AMPHENOL CORP Technology 30 $4K 0.00%
488 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 13 $4K 0.00%
489 VALE VALE S A Basic Materials 237 $4K 0.00%
490 JBHT HUNT J B TRANS SVCS INC Industrials 17 $4K 0.00%
491 QUBT QUANTUM COMPUTING INC Technology 500 $3K 0.00%
492 UFO PROCURE ETF TRUST II 76 $3K 0.00% NEW
493 DUSB DIMENSIONAL ETF TRUST 67 $3K 0.00%
494 REZI RESIDEO TECHNOLOGIES INC Industrials 100 $3K 0.00%
495 EFG ISHARES TR 30 $3K 0.00%
496 QS QUANTUMSCAPE CORP Consumer Cyclical 500 $3K 0.00%
497 BIV VANGUARD BD INDEX FDS 38 $3K 0.00%
498 IWS ISHARES TR 20 $3K 0.00%
499 POR PORTLAND GEN ELEC CO Utilities 50 $3K 0.00%
500 BHF BRIGHTHOUSE FINL INC Financial Services 44 $3K 0.00%
501 PECO PHILLIPS EDISON & CO INC Real Estate 70 $3K 0.00%
502 PAYC PAYCOM SOFTWARE INC Technology 21 $3K 0.00%
503 KKRT KKR & CO INC Financial Services 27 $2K 0.00%
504 DXC DXC TECHNOLOGY CO Technology 198 $2K 0.00%
505 CPRT COPART INC Industrials 74 $2K 0.00%
506 TDY TELEDYNE TECHNOLOGIES INC Technology 4 $2K 0.00%
507 CXM SPRINKLR INC Technology 400 $2K 0.00%
508 ONDS ONDAS INC Technology 263 $2K 0.00%
509 TDG TRANSDIGM GROUP INC Industrials 2 $2K 0.00%
510 DOCN DIGITALOCEAN HLDGS INC Technology 26 $2K 0.00%
511 TDOC TELADOC HEALTH INC Healthcare 400 $2K 0.00%
512 SOFI SOFI TECHNOLOGIES INC Financial Services 133 $2K 0.00%
513 SONY SONY GROUP CORP Technology 100 $2K 0.00%
514 CL COLGATE PALMOLIVE CO Consumer Defensive 24 $2K 0.00%
515 TEM TEMPUS AI INC Healthcare 45 $2K 0.00%
516 LINC LINCOLN EDL SVCS CORP Consumer Defensive 50 $2K 0.00%
517 ACHV ACHIEVE LIFE SCIENCE INC Healthcare 673 $2K 0.00%
518 MSTR STRATEGY INC Technology 15 $2K 0.00% -15 -50.0%
519 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 93 $2K 0.00% -93 -50.0%
520 OLED UNIVERSAL DISPLAY CORP Technology 20 $2K 0.00%
521 SJM SMUCKER J M CO Consumer Defensive 19 $2K 0.00%
522 NVAX NOVAVAX INC Healthcare 223 $2K 0.00%
523 TRV TRAVELERS COMPANIES INC Financial Services 6 $2K 0.00%
524 SRPT SAREPTA THERAPEUTICS INC Healthcare 75 $2K 0.00%
525 BRO BROWN & BROWN INC Financial Services 25 $2K 0.00%
526 PGR PROGRESSIVE CORP Financial Services 8 $2K 0.00%
527 PRTA PROTHENA CORP PLC Healthcare 155 $2K 0.00% -30 -16.2%
528 ARCH CAP GROUP LTD 15 $1K 0.00%
529 ARLO ARLO TECHNOLOGIES INC Industrials 100 $1K 0.00%
530 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9 $1K 0.00%
531 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 45 $1K
532 SCHA SCHWAB STRATEGIC TR 44 $1K
533 NIO NIO INC Consumer Cyclical 200 $1K
534 MSCI MSCI INC Financial Services 2 $1K
535 SBRA SABRA HEALTH CARE REIT INC Real Estate 56 $1K
536 SPYV SPDR SERIES TRUST 17 $962
537 ADSK AUTODESK INC Technology 4 $958
538 NNVC NANOVIRICIDES INC Healthcare 1,000 $913
539 VTRS VIATRIS INC Healthcare 67 $906
540 NB NIOCORP DEVS LTD Basic Materials 200 $892
541 QBTS D-WAVE QUANTUM INC Technology 60 $866
542 SOUN SOUNDHOUND AI INC Technology 117 $804
543 SOLSTICE ADVANCED MATLS INC 10 $762 -7 -41.2%
544 EVGO EVGO INC Consumer Cyclical 428 $737
545 VLTO VERALTO CORP Industrials 7 $619
546 SCHX SCHWAB STRATEGIC TR 24 $616
547 SIRI SIRIUSXM HOLDINGS INC Communication Services 25 $585
548 HELEN OF TROY LTD 40 $577
549 GRAB GRAB HOLDINGS LIMITED Technology 147 $539
550 FOXA FOX CORP Communication Services 9 $526
551 SANM SANMINA CORP Technology 4 $519
552 FWONK LIBERTY MEDIA CORP DEL Communication Services 6 $511
553 ALL ALLSTATE CORP Financial Services 2 $415
554 GME/WS GAMESTOP CORP NEW 89 $344
555 DOCU DOCUSIGN INC Technology 7 $332
556 LBTYK LIBERTY GLOBAL LTD Communication Services 24 $282
557 TTD THE TRADE DESK INC Technology 12 $273
558 MAGN MAGNERA CORP Industrials 27 $257
559 FWONA LIBERTY MEDIA CORP DEL Communication Services 3 $235
560 USAU U S GOLD CORP Basic Materials 11 $168 NEW
561 SCHF SCHWAB STRATEGIC TR 6 $149
562 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 25 $117
563 TSLT ETF OPPORTUNITIES TRUST 6 $103
564 SPDW SPDR INDEX SHS FDS 2 $92
565 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 5 $76
566 BLNK BLINK CHARGING CO Industrials 116 $66
567 BATRA ATLANTA BRAVES HLDGS INC Communication Services 1 $48
568 DWLD DAVIS FUNDAMENTAL ETF TR 1 $44
569 CHPT CHARGEPOINT HOLDINGS INC Consumer Cyclical 8 $39
Sector Allocation
Technology 35.4%
Healthcare 13.3%
Industrials 11.9%
Communication Services 9.3%
Consumer Cyclical 7.1%
Financial Services 6.6%
Consumer Defensive 6.2%
Energy 5.3%
Basic Materials 2.5%
Utilities 1.2%